For Producers

Enable the power of the industry’s leading Complete Automation Solutions for Insurance. Streamline & automate the buying & selling of insurance. Update automatically all contracting paperwork.
Schedule Live Demo
SureLC™
Licensing & Contracting

Save precious time by working with an agency subscribing to the nation’s #1 choice in licensing & contracting automation.

Let’s say you need to send someone a payment. Are you going to sit down, make out a check, and send it on its way in a stamped, addressed envelope? Of course not. Because it’s 2017 and it’s easier to log in to your online bank account and digitally send the payment. The same is true for licensing and contracting.
Why take the old, outdated, onerous route, when our technology can spare you the time and hassle?

SureLC™ is the quickest and easiest to use multi-carrier contracting automation system. It is fully synchronized with multiple data-sources giving producers and agencies an automated way to seamlessly perform functions related to licensing, contracting, and appointing producers.

Why you need it

Carriers all ask for the same information on prospective producers: demographic info, licenses, background questions, E&O insurance details, etc.

SureLC™ For BGAs SuranceBay VideosWith SureLC™, it takes a producer an average of 7 minutes to input this information. The producer is then ready to request carrier-contracting paperwork for any of the 460+ different carriers that SureLC™ supports. Approved producers can then use this portal to submit changes, making sure agencies have your most up-to-date information on hand at all times.

Benefits and Features
  • Saves you time by auto-populating your information from third-party sources such as:
    • NIPR
    • LIMRA
    • ClearCert
    • State Licenses
  • Comprehensive transmittals: Includes all requisite transmittal forms for each carrier
  • Automatic updating of all carrier contracting paperwork
  • Imaging: Optical character recognition and image recognition enabling uploaded documents to be recognized and auto-sorted in a matter of seconds
  • 100% paperless
e-Signature support
SureNB™
New Business e-App

Landing a new customer is the hard part… Reward yourself by letting SureNB expedite the application process and turn what used to be 30 minutes of work into only 7.

SureNB™ is our new business automation module supporting you with everything from quoting, eApplications, and drop-tickets in order to intelligently streamline new business procurement for all lines of insurance.

Product Lines Supported: Fixed Life, Fixed Annuity, Long Term Care (LTC), Variable Annuity, Variable Life, Group Life & Health, Disability, Accident and Sickness, Prescription Drug Plan, Medicare Supplement.
Why you need it

Time is money – and SureNB™ helps you complete and submit applications in a fraction of the time it typically takes.

Quick access to required information: SureNB™ gives you instant access to MVR reports, Rx checks, MIB, and other data sources of essential applicant information.

Increased sales: With comprehensive databases of essential information available to you at the touch of a button, you’ll see quicker turnaround time – and boost your sales.

Eliminate inaccuracies: Fully integrated with both internal and external data sources, SureNB™ prevents virtually all informational errors that plague other electronic systems.

Benefits and Features

Core Components:

  • EasyQuote™ – Carriers simply provide SuranceBay their rate tables, and we make those rates available for quoting/illustration directly within SureNB™.
  • SureNB™ Drop Ticket SuranceBay Videos Drop tickets – Producers are presented with a common workflow that also operates specific to each carriers’ needs in order to submit drop-ticket orders. Submitted orders are routed based on a highly configurable setup available to its users
  • eApplications – By complete applications directly within the system – with instant access to external data sources – you’ll be able to submit 100% in-good-order applications with unprecedented speed, ready for review and approval by the carrier.
  • eSignature – Our proprietary solution, EasySign™, fully compliant, fully integrated eSignature solution that streamlines the process whether one signer or multiple signers are involved.
Features:
  • SureFill™ – Supported by one of the most extensive databases available, this feature enables instant data-population with validated data from credible sources enabling quicker turnaround time – and thus, higher sales volume.
  • SureCheck™ – SureNB™ users can run HIPAA-authorized prescription checks on prospects to instantly obtain comprehensive, validated information.
  • SureMVR™ – Similar to SureCheck™, SureMVR™ allows users to obtain authorized motor vehicle reports.
  • SureAlyze™ – This service analyzes answers to medical and behavioral questions and – based on underwriting guidelines – suggests the most appropriate rate categories to provide the most likely underwriting outcome prior to submission.
Add-on features:
  • L&C verification – Licensing, contracting, and appointments is one of the most overlooked but most crucial elements to new business. To streamline this process, SureNB™ can be fully integrated with SureLC™, our industry leading L&C module.